Episode 259: Could These Potential Changes Impact Your Legacy Plan?

Feb 19, 2021 · 52m
Episode 259: Could These Potential Changes Impact Your Legacy Plan?
Description

This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy...

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This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning and potential changes that could impact your estate plan.
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Author WBZ-AM
Organization iHeartRadio
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